Are you a sizeable IFA business with minimum of £500m of Funds under Management wanting to sell to a respected national IFA already managing over £3bn of investments?

Exit Option:

Sell and Go

or

Sell and stay on post sale with the Acquirer for up to 2 years

Acquisition Deal Value

  • Competitive multiple of:
    • recurring income – typically in the range of 3 to 4 times or
    • EBITDA – typically 6 times or more
  • Sale Type
    • Share or asset purchases considered
    • As well as cash deals will consider offering shares and / or bonuses to incentivise retention and growth
  • Staff / Premises
    • Staff can be Tupe
    • Premises can be retained
  • Clients
    • Can remain on existing investment mandates through independent open architecture and not prescriptive in moving to CIP / in-house DFM
    • Client centric culture supports high retention of clients
    • Will consider companies with DB Pension transfers providing these have met Gold standard of transfer advice
    • Flexible Adviser fee charges with company average of 0.65%

The Company

Our client is an established AIM listed financial services group with Financial Advisers around the UK with several satellite offices and looking after £3bn of investments. Around 1/3rd of which is managed by their own multi-award winning investment management business.

With full independence and open architecture acquisitions can seamlessly integrate into their business.

The firm continues to report strong financial performance from growing funds under management and with strong cash balances are keen to grow through further acquisitions of clean IFA businesses with minimum £500m of FuM.

This is ideal for IFA firms where:

  • You want a highly competitive offer from a respected IFA company with strong financials
  • Your Financial Advisers, staff and premises could be retained as part of the sale
  • Independent financial Advice is still available to clients and your Financial Advisers
  • Have a proven multi-award winning wealth management business that is already looking after £3bn of investments
  • You want a share sale to benefit from Business Asset Disposal relief
  • Have undertaken Defined benefit Pension Transfers under Gold Standard and want to still be able to sell the firm via a share sale
  • The acquiring firm can look after ex-pats through their international arm
  • Any corporate clients can be looked after by their extensive Employee Benefits / Corporate team

IFA Client Bank Criteria

  • Minimum Funds under Management of £500m
  • No maximum Funds under Management e.g. deals considered over £1bn
  • Nationwide – all locations considered
  • Ideally this will suit mid to large sized IFA firms that have grown and ready to exit financial services

Locations

  • Nationwide opportunities

Call us now on 0208 0044 162 to discuss this further

Liability and Disclaimer

The information contained in our advert including any on target earnings information are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.